Stuart Chaussee & Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Stuart Chaussee & Associates’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-110	Closed	-$27.7K	–	198
2025 Q1	$27.7K	Hold	110	–	–	0.01%	113
2024 Q4	$30.8K	Hold	110	–	–	0.01%	104
2024 Q3	$29.4K	Buy	+110	New	+$28.2K	0.01%	93
2022 Q1	–	Sell	-36	Closed	-$10K	–	189
2021 Q4	$10K	Hold	36	–	–	﹤0.01%	123
2021 Q3	$10K	Hold	36	–	–	0.02%	104
2021 Q2	$10K	Buy	+36	New	+$10.1K	﹤0.01%	111

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Stuart Chaussee & Associates's VBK Position: Q2 2025 in Review

Stuart Chaussee & Associates sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 110 shares — an estimated $27.7K sold.

Stuart Chaussee & Associates first reported a position in VBK in Q2 2021 and held it in 6 quarters. The position peaked at $30.8K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Stuart Chaussee & Associates reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Stuart Chaussee & Associates sold 110 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $27.7K.
Stuart Chaussee & Associates first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 6 quarters.
Stuart Chaussee & Associates's Vanguard Morningstar Small-Cap Growth ETF position peaked at $30.8K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2025, filed 1 Aug 2025.